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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,499 | $81,870-37.1% | $119,634-57.0% | $68,490-24.8% |
| Participation rate | 96.8% | 71.9%+24.9pp | 79.3%+17.5pp | 67.9%+28.9pp |
| Annual return | -18.63% | -23.82%+5.2pp | -14.98%-3.6pp | -7.85%-10.8pp |
| Employer contribution / active EE | $3,283 | $2,692+22.0% | $4,232-22.4% | $2,597+26.4% |
| Participant deferral / active EE | $2,916 | $4,148-29.7% | $5,601-47.9% | $4,028-27.6% |
| Admin fee / account holder | $3,453 | $6,583-47.5% | $10,329-66.6% | $5,403-36.1% |